Wealth Counselor May 2018  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
D ear friends,

We hope you are enjoying these warmer days! We have an interesting read this month that highlights one of our Core Values: Caring for People Genuinely.There truly is more to estate planning than money!

Happy reading!
The Attorneys at Carrell Blanton Ferris & Associates, PLC.
Listen to us on Raising The Bar! 

We've recently been interviewed by Raising the Bar Law Talk Radio Show! We've answered listener's questions all about Estate Planning and Trust & Estate Administration.   

Click here to listen to Jeremy Pryor's interview or
click here to listen to Bennie Wall's interview!
Helping Clients Plan From the Heart:
Beyond Money in Estate Planning
Many clients and advisors think of estate planning as a logistical process designed to reduce taxes, avoid court, and protect assets. Of course, proper planning does enhance the security of their families and assets, but estate planning is actually much more.

Although we write frequently to you about the tax, asset protection, and court-avoiding benefits of estate planning, the process can also be an expression of love, hopes, dreams, and goals for your clients' loved ones. There are a number of ways your clients can pass on their legacy to their heirs through archival projects, incentivized trusts, charitable contributions, and more. By highlighting and helping deliver on the human side of estate planning, you can strengthen client relationships and increase retention, build a stable base of long-term retention of assets under management, and become known in your community as an advisor that cares about more than just the numbers.

We were delighted to sponsor NAIFA Virginia's conference earlier this month! It was great to see many familiar faces and meet so many new folks. Attorney Jeremy Pryor spoke on the importance of Estate Planning and Elder Law.
We offer free  educational seminars on the importance of
estate planning throughout the month. We'd love to see you or your clients there! Click here to see all the dates & times near you.

Interested in having the attorneys of Carrell Blanton Ferris speak to a group of your clients? Contact us today!


U.S. Treasury Department Regulations require that we advise you that, unless otherwise expressly indicated, any federal tax advice contained herein is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.



Carrell Blanton Ferris & Associates, PLC